See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,660 | $43,075-70.6% | $74,583-83.0% | $62,891-79.9% |
| Participation rate | 41.5% | 58.1%-16.6pp | 68.1%-26.6pp | 69.3%-27.8pp |
| Annual return | 10.98% | 17.50%-6.5pp | 20.47%-9.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,077 | $1,498-28.1% | $2,525-57.4% | $2,281-52.8% |
| Participant deferral / active EE | $1,797 | $2,389-24.8% | $3,458-48.0% | $3,203-43.9% |
| Admin fee / account holder | $1,072 | $2,840-62.2% | $4,138-74.1% | $4,296-75.0% |